Founded in 1988, Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry. We work with clients in a diverse spectrum of industries and with plans ranging in size from 15 to over 17,000 employees. We exceed client expectations through personal attention, a proactive, team-oriented approach, and a focus on timeliness and technological innovation. Our supportive, challenging environment fosters respect, integrity and professional growth among our staff. Our mission is to be the ESOP and 401(k) Administration firm of choice. Our experienced administrators handle all recordkeeping and reporting requirements, including Internal Revenue Code compliance testing, individual participant recordkeeping, preparation of Forms 5500 and 1099-R, trust accounting for the ESOP Trust, and combined plan testing. We assist in preparing for repurchase obligation, inform and advise concerning new laws and regulations, and provide guidance in dealing with non- compliance issues. As a full-service TPA, we also offer employee communications services to help employees fully understand and appreciate the benefits of their ESOP. Blue Ridge has developed an online tool – ESOPConnection™ – that can be customized to help with employee inquiries, financial planning and benefits management related to ESOPs. ESOPConnection™ can be designed to function as a part of a corporate web site or intranet. Clients can post documents, forms, newsletters and other relevant information to ESOPConnection™, enabling employees to obtain the Plan information they need without taking up staff time. This tool also allows a designated internal point of contact to view participant information for all employees, such as individual account activity and balances.
View Top Employees from Blue Ridge ESOP AssociatesWebsite | http://www.blueridgeesop.com |
Revenue | $56 million |
Funding | $12.5 million |
Employees | 110 (110 on RocketReach) |
Founded | 1988 |
Address | 154 Hansen Road Suite 102, Charlottesville, Virginia 22911, US |
Phone | (434) 979-5500 |
Fax | (434) 979-7667 |
Technologies |
JavaScript,
HTML,
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Industry | Other Financial Services, Financial Services, Insurance |
Web Rank | 7 Million |
Keywords | Blue Ridge Esop, S Corp Esop Dividends, What Is Sars With 401k |
SIC | SIC Code 73 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 518210 Companies, NAICS Code 51 Companies, NAICS Code 524 Companies, NAICS Code 518 Companies, NAICS Code 5242 Companies, NAICS Code 52 Companies, NAICS Code 51821 Companies, NAICS Code 5182 Companies |
Looking for a particular Blue Ridge ESOP Associates employee's phone or email?
The Blue Ridge ESOP Associates annual revenue was $56 million in 2024.
Bill Yoerger is the CEO of Blue Ridge ESOP Associates.
110 people are employed at Blue Ridge ESOP Associates.
Blue Ridge ESOP Associates is based in Charlottesville, Virginia.
The NAICS codes for Blue Ridge ESOP Associates are [518210, 51, 524, 518, 5242, 52, 51821, 5182].
The SIC codes for Blue Ridge ESOP Associates are [73, 64].